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Step 1 : Upload the XML file
This file will have been prepared beforehand and should conform to the pre-defined schema. Click the 'upload' button to locate the XML file on your computer and a file dialogue box will open to help you to do this.
when you have done this, click 'continue'.
Step 2 : Validate the data
The following checks are made ...
1) to see that the XML vaildates against the schema
2) to see that foreign keys do exist
3) to see if existing suppliers match
A table shows the results of these three tests.
Adjusting the supplier name matching is possible by entering a number of characters that you'd like to check for. In this case you can enter the number of characters and then click the 'Run Existsing Supplier test Again' button.
For example, if you want to check only the first 5 characters of the supplier company name then the SQL clause will read something like this...
WHERE (SUPCompanyName like 'Micro%')
instead of the default...
SUPCompanyName like 'Microsoft%'
To set the matching character count off, use a value of zero.
The continue button will only be shown when tests 1 and 2 have passed. If there is a matching supplier, you can still continue. This is because you are the intelligent human and you make the call.
Step 3 : Import the data
This stage of the wizard allows you to overwrite certain fields. If you don't want to do this, leave them blank.
If you have permissions to use a 'personal list' then the list of new supplier Ids will be saved to your personal list. This is useful if you are about to use the 'Arrangement Clone' screen.
To import the suppliers into Zeus, click the 'continue' button.
Step 4 : Finished
A list of imported suppliers is shown and you can click on these to open a browser in a separate screen to maintain the new suppliers.